Osaic Holdings
CMCT

Osaic Holdings’s Creative Media & Community Trust CMCT Stock Holding History

Osaic Holdings’s Portfolio CMCT Stock Details CMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.4K Buy
5,312
+5,239
+7,177% +$1.17M ﹤0.01% 5527
2025
Q4 		$27.2K Buy
73
+44
+152% +$24.4K ﹤0.01% 5650
2025
Q3 		$18.2K Hold
29
– – ﹤0.01% 5995
2025
Q2 		$23.3K Buy
29
+25
+625% +$17.7K ﹤0.01% 5591
2025
Q1 		$2.41K Hold
4
– – ﹤0.01% 6526
2024
Q4 		$22.2K Buy
4
+1
+33% +$8.99K ﹤0.01% 5276
2024
Q3 		$34.6K Buy
+3
New +$151K ﹤0.01% 5005
2024
Q2 		– Hold
0
– – – 6555
2024
Q1 		– Hold
0
– – – 6598
2023
Q4 		– Hold
0
– – – 6714
2023
Q3 		– Hold
0
– – – 6946
2023
Q2 		– Hold
0
– – – 7053
2023
Q1 		– Hold
0
– – – 7169
2022
Q4 		– Hold
0
– – – 7207
2022
Q3 		– Hold
0
– – – 6955
2022
Q2 		– Hold
0
– – – 7046
2022
Q1 		– Hold
0
– – – 7003
2021
Q4 		– Hold
0
– – – 7149
2021
Q3 		– Hold
0
– – – 6836
2021
Q2 		– Hold
0
– – – 6686
2021
Q1 		– Hold
0
– – – 6468
2020
Q4 		– Hold
0
– – – 6044
2020
Q3 		– Hold
0
– – – 5831
2020
Q2 		– Hold
0
– – – 5765
2020
Q1 		– Hold
0
– – – 5812

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return